Audit Manager - Financial Services

Overview

This position is for an experienced, relationship-focused Audit Manager supporting the Financial Services Practice Group. The role leads audit, review, compilation, and related engagements for financial services clients while building strong client relationships, coaching and mentoring developing professionals, and contributing to a collaborative team focused on quality and practical problem-solving.

This position may be based in Waltham, MA; Manchester, NH; New Haven, CT; Bangor, ME; Portland, ME; or remotely.

Travel Expectations: Minimal travel, less than 10%.

Responsibilities

• Manage, direct, and monitor multiple client engagements, including scheduling and coordinating workflow and staffing.
• Maintain active communication with clients to manage expectations, ensure satisfaction, and effectively lead change efforts.
• Research and analyze financial statements and related issues using electronic databases and audit/review/compilation software.
• Document conclusions developed during engagements.
• Consult with clients and provide recommendations for business and process improvement; serve as a business advisor.
• Partner with Principals and other Senior Managers on proposals and business development activities.
• Supervise, lead, and mentor associates and interns on engagements, including assessing staff performance.
• Participate in personal and professional development sessions regularly.

Requirements

• BS/MS degree in Accounting.
• 6+ years of progressive public accounting experience, preferably with financial services clients (banks, credit unions, broker-dealers, etc.).
• CPA license.
• Excellent technical skills, including understanding professional rules and regulations.
• Highly developed analytical and problem-solving abilities.
• Proven success in supervision and training.
• Ability to manage multiple engagements and competing priorities in a fast-paced, results-based environment.
• Excellent communication and client service skills.
• Strong interpersonal, relationship-building, and organizational skills.

Compensation & Benefits

• Base salary range: $100,000 - $130,000.
• May be eligible for a discretionary annual bonus based on factors such as company and personal performance.
• Final compensation will be determined based on factors including years of experience, depth of experience, seniority, merit, education, training, amount of travel, and other relevant business considerations.

Eligible employees have access to benefits that support physical, mental, career, social, and financial well-being.

Location

This position may be based in Waltham, MA; Manchester, NH; New Haven, CT; Bangor, ME; Portland, ME; or remotely.